If you’re still doing things manually like juggling five different tabs, chasing clients for missing documents, and constantly double-checking files, you’re not the only one.
In a market where brokers now write over 75% of residential loans, one thing is clear – Australians are leaning into third-party advice more than
The mortgage industry is shifting, and the brokers who succeed in 2025 will be the ones who do more than just secure loans. They will
Brokers spend a lot of time and energy trying to keep clients engaged, whether through follow-ups, personalised offers, or quick response times. But an often-overlooked
As a broker, you know the importance of making wise decisions to keep your business running smoothly. But what happens when the pressure to get
As a broker, you’ve witnessed firsthand how the SME lending landscape has shifted over the years. The needs of small businesses are evolving, and 2025
According to a CPA Australia study, over 66% of small businesses in Australia struggle to access external finance. This staggering number highlights a growing problem.
As brokers, there’s a point in business growth when “doing it all” simply doesn’t cut it. You’re balancing client relationships, compliance, lead generation, and daily
invoicing and tracking receivables can easily slip through the cracks if you’re too tied up with client relationships and admin work. The thing is, admin
The idea of working with a Virtual Assistant (VA) can sound like a perfect solution—someone to handle the admin, freeing up your time for more
